Joe Rooney
Profile
Mr. Joe Rooney, CFA, is a Principal at Burgundy Asset Management Ltd.
Prior to joining Burgundy in November 2006, Mr. Rooney spent several years as a Financial Advisor with Altamira dealing with high net worth clients.
Mr. Rooney graduated from Wilfrid Laurier with a BA (Economics) in 2002, and received his Masters (Finance) from the Rotman School of Management in 2010.
He was awarded the Chartered Financial Analyst designation in 2005.
He is a member of the CFA Institute and the Toronto CFA Society.
Former positions of Joe Rooney
| Companies | Position | End |
|---|---|---|
| Altamira Financial Services, Inc. | Corporate Officer/Principal | - |
Burgundy Asset Management Ltd.
 Burgundy Asset Management Ltd. Investment ManagersFinance Burgundy Asset Management Ltd. (Burgundy) is a Canadian fund management firm headquartered in Toronto, Ontario. The firm was founded in 1990 and is a direct subsidiary of Laucam Holdings Ltd. Burgundy offers discretionary investment management services to institutions (foundations, endowments and pension funds) and private individuals through separately managed accounts and commingled funds. | Portfolio Manager-Equities | 2010-09-01 |
Training of Joe Rooney
| Wentworth Institute of Technology | Undergraduate Degree |
| Wilfrid Laurier University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Burgundy Asset Management Ltd.
Burgundy Asset Management Ltd. Investment ManagersFinance Burgundy Asset Management Ltd. (Burgundy) is a Canadian fund management firm headquartered in Toronto, Ontario. The firm was founded in 1990 and is a direct subsidiary of Laucam Holdings Ltd. Burgundy offers discretionary investment management services to institutions (foundations, endowments and pension funds) and private individuals through separately managed accounts and commingled funds. | Finance |
| Altamira Financial Services, Inc. |
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